Elevation Wealth Partners
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Elevation Wealth Partners’s Procter & Gamble PG Stock Holding History

Elevation Wealth Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$312K Buy
2,146
+88
+4% +$12.9K 0.09% 114
2026
Q2 		$302K Buy
2,058
+366
+22% +$53.3K 0.09% 109
2026
Q1 		$244K Buy
1,692
+16
+1% +$2.43K 0.09% 104
2025
Q4 		$240K Sell
1,676
-307
-15% -$45.3K 0.09% 107
2025
Q3 		$305K Sell
1,983
-109
-5% -$17K 0.11% 99
2025
Q2 		$333K Hold
2,092
– – 0.13% 89
2025
Q1 		$357K Hold
2,092
– – 0.15% 78
2024
Q4 		$351K Hold
2,092
– – 0.15% 79
2024
Q3 		$362K Buy
2,092
+1
+0% +$170 0.16% 79
2024
Q2 		$345K Sell
2,091
-73
-3% -$11.9K 0.16% 77
2024
Q1 		$351K Sell
2,164
-807
-27% -$127K 0.18% 79
2023
Q4 		$433K Buy
2,971
+2,546
+599% +$377K 0.26% 67
2023
Q3 		$62K Buy
425
+2
+0.5% +$305 0.05% 134
2023
Q2 		$64.2K Buy
423
+2
+0.5% +$301 0.05% 136
2023
Q1 		$62.7K Buy
+421
New +$60.2K 0.06% 135

Other funds holding PG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Elevation Wealth Partners's PG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Procter & Gamble (PG) stake by 4.3% in Q3 2026, buying an estimated $12.9K and bringing the position to 2,146 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #114.

Elevation Wealth Partners first reported a position in PG in Q1 2023 and has held it in 15 quarters since. The position peaked at $433K in Q4 2023. 1,528 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Elevation Wealth Partners held 2,146 shares of Procter & Gamble worth $312K as of Q3 2026.
  • Elevation Wealth Partners bought 88 Procter & Gamble shares in Q3 2026, an estimated $12.9K.
  • Procter & Gamble made up 0.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #114 holding.
  • Elevation Wealth Partners first reported a position in Procter & Gamble in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Procter & Gamble position peaked at $433K in Q4 2023.
  • 1,528 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.